An a16z general partner told the 20VC podcast the vibe-code-everything thesis is flat wrong - software is just 8% to 12% of company costs. He is half right. Vibe coding does gut the connector marketplace, but auth, retries, observability and ownership remain. What replaces Zapier is the substrate that runs generated code.
A Hacker News commenter describes vibe-coded systems as code that does not converge - fixing one bug causes another until no human or agent can salvage the codebase. BitTorrent creator Bram Cohen calls pure vibe coding a myth. The durable fix is generated logic kept in steps small enough to regenerate.
Andrej Karpathy coined vibe coding in February 2025 to describe writing software by talking to AI instead of typing code. The 2025 Stack Overflow survey found 84% of developers now use AI coding tools. This shift threatens drag-and-drop connector marketplaces like Zapier, because teams can describe integrations in plain English and get working code in seconds.